Guru Ownership Over Time
Guru Analysis for Cadence Design Systems, Inc. (CDNS)
Cadence Design Systems, Inc. (CDNS), a key player in the Technology sector, continues to attract institutional attention.
As of Q3 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $558.01 M.
Top institutional holders include Manning & Napier Group and Jefferies Group.
Institutional sentiment is currently Bullish. This is evidenced by a $36.54 M net inflow during the quarter.
Recent activity highlights Jefferies Group who opened a new position. Conversely, Steven Cohen reduced exposure by 71.6%.
| Portfolio Manager | % of portfolio | Activity | Shares | Value | Peroid |
|---|---|---|---|---|---|
| 3.22% | Reduce -2.3% | 719,318 | $252.67 M | Q3 2025 | |
| 0.64% | New Buy | 386,057 | $135.61 M | Q3 2025 | |
| 0.32% | Add 7.7% | 331,887 | $116.58 M | Q3 2025 | |
| 0.17% | Reduce -8.8% | 111,882 | $39.3 M | Q3 2025 | |
| 0.05% | Reduce -71.6% | 90,000 | $31.61 M | Q3 2025 | |
| 0.02% | Add 29.2% | 87,606 | $30.73 M | Q3 2025 | |
| 0.05% | Add 2.1% | 14,957 | $5.25 M | Q3 2025 | |
| 0.05% | New Buy | 10,000 | $3.51 M | Q3 2025 | |
| 0.00% | New Buy | 687 | $241,567 | Q3 2025 |
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
|---|
| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Period | Portfolio Manager | Activity | Share change | % change to portfolio |
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| Portfolio Manager | Option Type | % of portfolio | Activity | Shares | Value | Period |
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Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown(Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Cadence Design Systems, Inc. (CDNS)
Top Guru holders include Manning & Napier Group ($252.67 M), Jefferies Group ($135.61 M), Frank Sands ($116.58 M). Collectively, tracked Gurus hold 1.75 M shares.
Based on recent 13F filings, the sentiment is **Positive (Net Buy)**. There was a net inflow of $36.54 M, with 6 Gurus buying and 4 Gurus selling.
In the recent quarter, 3 Gurus reduced their positions, and 1 Gurus sold out of CDNS completely. Total sell value was $118.19 M.
Yes, 3 Gurus opened new positions in CDNS, and 3 added to their existing holdings. Total buy value was $154.73 M.